How do I know who is invited to Elements?

Colton Etherton
Colton Etherton

There are a few ways to know who has been invited to Elements as well as who has accepted an invitation and created their account.

 

  1. Right above their name on the web platform, it will say "invite to Elements" if you haven't already sent the client an invitation.

  2. You can scroll down to the bottom of the "notes section" on the web platform where the family members are listed to see what emails are associated with the account. If only one email is associated, you have likely only invited one spouse. 

  3. You can check the invitations section under the client tab to see if the invite has been sent but not accepted. This will tell you how long ago you sent the invitation and give you the option to resend or delete it. 

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